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Ellevest Inc’s Teladoc Health TDOC Stock Holding History

Ellevest Inc’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,935
Closed -$50.1K – 1476
2023
Q1 		$50.1K Buy
1,935
+648
+50% +$17.3K ﹤0.01% 602
2022
Q4 		$30.4K Buy
1,287
+147
+13% +$3.96K ﹤0.01% 738
2022
Q3 		$29K Sell
1,140
-297
-21% -$10.4K ﹤0.01% 725
2022
Q2 		$48K Buy
1,437
+567
+65% +$24.1K ﹤0.01% 576
2022
Q1 		$63K Buy
870
+425
+96% +$30.6K 0.01% 483
2021
Q4 		$41K Buy
445
+254
+133% +$30.4K ﹤0.01% 561
2021
Q3 		$24K Buy
+191
New +$27.8K ﹤0.01% 632
2021
Q2 		– Sell
-156
Closed -$28K – 1417
2021
Q1 		$28K Sell
156
-195
-56% -$45.2K ﹤0.01% 596
2020
Q4 		$70K Buy
351
+319
+997% +$64.9K 0.01% 388
2020
Q3 		$7K Buy
32
+26
+433% +$5.51K ﹤0.01% 720
2020
Q2 		$1K Buy
+6
New +$1.05K ﹤0.01% 1057

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ellevest Inc's TDOC Position: Q2 2023 in Review

Ellevest Inc sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 1,935 shares — an estimated $50.1K sold.

Ellevest Inc first reported a position in TDOC in Q2 2020 and held it in 11 quarters. The position peaked at $70K in Q4 2020. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

  • Ellevest Inc reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,935 Teladoc Health shares in Q2 2023, an estimated $50.1K.
  • Ellevest Inc first reported a position in Teladoc Health in Q2 2020 and held it in 11 quarters.
  • Ellevest Inc's Teladoc Health position peaked at $70K in Q4 2020.
  • 431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.